- Wellington (New York, NY)
- …deadlines. Key qualifications for this role include: + 3-5 years of relevant experience; wealth management experience is a strong plus but not required. + ... such as fundamental factors, manager research, asset allocation, quantitative investing, and risk management . The Investment Analyst will work as part of a… more
- NBT Bank (Williamsville, NY)
- … of a team. + 10% - Maintains an in-depth knowledge of all wealth management products and services. Maintains all designations and corresponding CE requirements ... Banking Services : Various benefits and financial planning assistance . Benefits for Part - Time Employees Working 20+ Hours/Week: + Medical Coverage : Includes… more
- S&P Global (New York, NY)
- …body. + Flexible Downtime: Generous time off helps keep you energized for your time on. + Continuous Learning: Access a wealth of resources to grow your ... global mindset. Joining this team offers an exciting opportunity to be part of a transformative initiative. **Responsibilities and Impact:** The Product Manager will… more
- Bank of America (New York, NY)
- Business Product Management Executive New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Business-Product- Management -Executive\_24020751) **Job Description:** At Bank of America, we are… more
- Citizens (Tarrytown, NY)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management , scale Business Banking, grow deposits, and expand in key growth ... glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over $20 Billion in assets, offering a… more
- Principal Financial Group (Albany, NY)
- …contributor) to design, develop, and maintain software solutions that support wealth management platforms and client-facing applications specifically for our ... + Design, develop, and maintain software solutions that support wealth management platforms and client-facing applications including Salesforce… more
- Guardian Life (New York, NY)
- …Worth Specialist plays a critical role in driving growth within our wealth management business by supporting financial professionals in identifying, positioning, ... timely activity tracking. + Closely work with Western Territory Wealth Management teams to identify HNW opportunities...and Home Office personnel. **Location** + In Territory- Western Part of US. + Travel as needed; Up to… more
- CGI Technologies and Solutions, Inc. (New York, NY)
- …Automation Developer and help design, develop, and deliver a next-generation end-to-end Wealth Management (required) platform shaping the future of the industry ... hands-on expertise in Java/J2EE technologies with several years of experience working on Wealth Management projects * Define test strategy, test suites, test… more
- S&P Global (New York, NY)
- …CFP, CFA) preferred. + Strong knowledge of financial markets, investment products, and wealth management strategies preferred. + Experience in AI and machine ... third-party content from market data providers, subscription licensing, vendor management , and stakeholder engagement. We are seeking a highly...time off helps keep you energized for your time on. + Continuous Learning: Access a wealth… more
- CGI Technologies and Solutions, Inc. (New York, NY)
- …you'll play a key role in designing, developing, and building a cutting-edge, end-to-end wealth management platform. Location: New York City - Hybrid role (at ... design and development. * Proven experience working on projects within the Wealth Management domain, with a strong understanding of industry-specific… more